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Avantax Advisory Services’s Atkore ATKR Stock Holding History

Avantax Advisory Services’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,085
Closed -$416K – 2126
2024
Q2 		$416K Buy
3,085
+1,401
+83% +$223K ﹤0.01% 1482
2024
Q1 		$321K Sell
1,684
-90
-5% -$14.4K ﹤0.01% 1261
2023
Q4 		$284K Buy
+1,774
New +$245K ﹤0.01% 1268
2023
Q2 		– Sell
-2,515
Closed -$353K – 1509
2023
Q1 		$353K Buy
2,515
+564
+29% +$76.4K ﹤0.01% 1067
2022
Q4 		$221K Buy
+1,951
New +$204K ﹤0.01% 1264

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avantax Advisory Services's ATKR Position: Q3 2024 in Review

Avantax Advisory Services sold out of Atkore (ATKR) in Q3 2024, closing a stake of 3,085 shares — an estimated $416K sold.

Avantax Advisory Services first reported a position in ATKR in Q4 2022 and held it in 5 quarters. The position peaked at $416K in Q2 2024. 370 funds tracked by Wall St. Rank hold ATKR as of Q3 2024.

  • Avantax Advisory Services reported no remaining Atkore position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,085 Atkore shares in Q3 2024, an estimated $416K.
  • Avantax Advisory Services first reported a position in Atkore in Q4 2022 and held it in 5 quarters.
  • Avantax Advisory Services's Atkore position peaked at $416K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Atkore as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.